By approaching the problem differently, this small team continues to push towards real deployments at an astounding rate. I've had the great fortune of working with @coatue_thomas on a number of companies, most notably an early bet he made on Cerebras. Huge get for all.

We raised $165M at a $1.15B valuation to stop doing demos. 2026 is about 1) deployment and 2) research. We will start shipping Memo with our new frontier models in a few months. Our series-B is led by Coatue, with Thomas Laffont joining the board. ->🧵

thanks to thomas laffont for joining! follow him here: @coatue_thomas

I am proud to be an American I am thankful to my parents for bravely starting new lives here as (legal) immigrants, eventually becoming job-creating founders I’m committed to keeping America safe, free, and prosperous for my kids Vote today! It’s a privilege 🇺🇸

Thomas Laffont The Besties

another awesome talk from the all-in summit: coatue's thomas laffont presents "the state of the unicorn economy" (0:00) introducing thomas laffont! (3:04) "the state of the unicorn economy" (20:05) besties join thomas on stage for a discussion (21:34) venture capital's relative underperformance over the past decade (30:45) fixing what's broken in startups and vc

INJECT THIS INTO MY VEINS!!! @SheaSerrano I will fly to where you are to see this with you. Your writing about the first one solidified it as the true classic it is. youtu.be/DyaFWvQEZlQ?si=ZVW8… via @YouTube